Christian Diez, CPA, MBA
New York City Metropolitan Area
2K followers
500+ connections
Activity
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It was a busy Sunday for our marketing guru Rolex Sevilla of Team Turkewitz visiting open houses and familiarizing real estate agents and customers…
It was a busy Sunday for our marketing guru Rolex Sevilla of Team Turkewitz visiting open houses and familiarizing real estate agents and customers…
Liked by Christian Diez, CPA, MBA
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Cool for NYC AI - new big OpenAI office Cohere opened one recently In addition to many other existing AI co offices Meta FAIR, DeepMind…
Cool for NYC AI - new big OpenAI office Cohere opened one recently In addition to many other existing AI co offices Meta FAIR, DeepMind…
Liked by Christian Diez, CPA, MBA
Experience
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Education
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Activities and Societies: • Member of the NYIT Division I Baseball Team (2001-2005) • NCAA Independent League Academic All American (2005)
Licenses & Certifications
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Coalesce Capital is pleased to announce the acquisition of Miller Environmental Group, Inc., a leading provider of essential waste, industrial, and…
Coalesce Capital is pleased to announce the acquisition of Miller Environmental Group, Inc., a leading provider of essential waste, industrial, and…
Liked by Christian Diez, CPA, MBA
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Our COO Amy Knapp recently spoke with Jon Whiteaker at The Drawdown to profile her career at Corsair and showcase our strategy for operational…
Our COO Amy Knapp recently spoke with Jon Whiteaker at The Drawdown to profile her career at Corsair and showcase our strategy for operational…
Liked by Christian Diez, CPA, MBA
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A stormy August proved to be just an usual month for multistrategy hedge funds. A few pods got cut, a few traders stopped out and a majority of them…
A stormy August proved to be just an usual month for multistrategy hedge funds. A few pods got cut, a few traders stopped out and a majority of them…
Liked by Christian Diez, CPA, MBA
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Coalesce Capital is excited to welcome Austin Heiman as a Managing Director on our investment team. Austin brings significant experience across both…
Coalesce Capital is excited to welcome Austin Heiman as a Managing Director on our investment team. Austin brings significant experience across both…
Liked by Christian Diez, CPA, MBA
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Empower intelligence with a fully configurable end-to-end solution for compliance and regulatory requirements.
Empower intelligence with a fully configurable end-to-end solution for compliance and regulatory requirements.
Liked by Christian Diez, CPA, MBA
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Coalesce Capital is thrilled to welcome three senior professionals and further expand the leadership team across business functions. Curtis Roby has…
Coalesce Capital is thrilled to welcome three senior professionals and further expand the leadership team across business functions. Curtis Roby has…
Liked by Christian Diez, CPA, MBA
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Tim Slavin
My colleague, Andrew Guillette, chatted with RIA Intel about the exciting findings from Broadridge's latest US Investor Study. In the article, they dive into the details of how investor behavior and demographics are changing in significant ways. Some key highlights include: - Mutual fund assets dropping below equity assets within individual investor portfolios for the first time in 2023 - The rise of self-directed investing across generations - Female investors’ median assets surpassing men’s - How the count of Millennial investors is on a path to overtake that of Gen-X investors These insights from our Study of 40 million investors can provide valuable information for asset managers and advisors looking to make strategic decisions and better serve their clients. If you're interested in learning more, feel free to reach out and I'd be happy to share additional details with you. http://spklr.io/6043Qruz #Investors #RetailInvestors #AssetManagement
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Michael Sidgmore
On the latest iCapital x Alt Goes Mainstream Monthly Alts Pulse, iCapital Chairman & CEO Lawrence Calcano and I welcome a special guest - Hightower Advisors Managing Director, Head of Alternative Investments Robert Picard - to discuss the operational challenges and solutions in private markets. In this episode, Lawrence, Robert, and I discuss: * How wealth platforms like Hightower and infrastructure operating systems like iCapital are creating straight-through-processing solutions across the lifecycle of a private markets investment for the wealth channel. * The importance of bringing alts directly to the advisor’s desktop. * Why improving the experience for advisors in private markets is critical to increasing adoption. * Why it’s important to build across the continuum of needs for different types of high-net-worth investors. * The importance of customization and differentiation with private markets solutions for advisors. * What is the biggest unlock to enabling greater flows of capital into private markets? * What are the implications of opening up the alts superhighway? Thanks Robert for joining us on the show for a fantastic discussion!
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